See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $45,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,083 | $52,346-38.7% | $143,757-77.7% | $78,044-58.9% |
| Participation rate | 26.2% | 72.7%-46.5pp | 80.3%-54.1pp | 74.4%-48.3pp |
| Annual return | -10.52% | -14.19%+3.7pp | -0.04%-10.5pp | 10.87%-21.4pp |
| Employer contribution / active EE | $187 | $2,131-91.2% | $4,951-96.2% | $3,125-94.0% |
| Participant deferral / active EE | $1,595 | $3,800-58.0% | $5,637-71.7% | $5,084-68.6% |
| Admin fee / account holder | $26 | $63-58.7% | $14,673-99.8% | $79-66.8% |